Trading Tools
Many of our firm’s financial advisors are actively involved in market activity, so we designed SmartStation to address their trading needs. Available applications include:
AnnuityNet
This valuable service provides transaction processing and compliance automation, helping increase sales by ensuring transactions:
- Meet the latest regulatory standards
- Are easy to complete
- Don’t require paper
Financial Advisor Workbench
Using this web-based application financial professionals are able to:
- Implement and execute complex trading scenarios.
- Create hypothetical postings of trades to analyze how they would affect accounts, if executed.
- Access reports on historical account data.
- Retrieve real-time, committed trade data.
UniT
This new functionality makes handling Unit Investment Trust (UIT) simpler through an efficient order entry process, all in one place in SmartStation. Through UniT, financial professionals can quickly and easily:
- View UIT offerings.
- Create custom UIT portfolios.
- Buy, liquidate and perform rollovers.
Bond Desk
A comprehensive tool designed to help financial professionals build their bond business and streamline fixed-income order flow, Bond Desk features:
- Direct access to one of the industry’s largest retail fixed income inventories.
- A user-friendly order entry system.
- Customizable search capabilities with results emailed daily.